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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,150 | $127,387-76.3% | $115,038-73.8% | $125,389-76.0% |
| Participation rate | 95.0% | 84.2%+10.8pp | 81.4%+13.6pp | 83.2%+11.8pp |
| Annual return | 2.31% | 31.28%-29.0pp | 26.14%-23.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $4,792 | $5,166-7.3% | $4,608+4.0% | $4,866-1.5% |
| Participant deferral / active EE | $7,693 | $6,423+19.8% | $6,026+27.7% | $5,352+43.8% |
| Admin fee / account holder | $144 | $9,516-98.5% | $8,175-98.2% | $9,541-98.5% |